Helios Capital Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
7,600
| – | – | 0.83% | 25 |
|
|
2025
Q1 | $1.16M | Hold |
7,600
| – | – | 2.03% | 11 |
|
|
2024
Q4 | $1.14M | Hold |
7,600
| – | – | 0.66% | 28 |
|
|
2024
Q3 | $1.25M | Hold |
7,600
| – | – | 0.77% | 26 |
|
|
2024
Q2 | $1.05M | Hold |
7,600
| – | – | 0.69% | 31 |
|
|
2024
Q1 | $1.05M | Hold |
7,600
| – | – | 0.74% | 31 |
|
|
2023
Q4 | $796K | Buy |
+7,600
| New | +$796K | 0.63% | 35 |
|
|
2022
Q3 | $629K | Hold |
7,600
| – | – | 1.21% | 30 |
|
|
2022
Q2 | $608K | Hold |
7,600
| – | – | 1.15% | 27 |
|
|
2022
Q1 | $860K | Hold |
7,600
| – | – | 1.82% | 22 |
|
|
2021
Q4 | $865K | Buy |
+7,600
| New | +$865K | 0.78% | 44 |
|